Investor | Techie | Mech Engineer | Love Traveling | Learner | Ex-HSBC, UBS | Building World-Class Investing Community; My Book: https://t.co/9XrWGcyxsC
They have changed their policy on interest rates
😇 #investing #zomato #blinkit
Rightly so...happened the same during telecom entry and rest is history... Vodafone-idea merged and still on the verge of bankruptcy...
100% yes….it’s other side of fundamentals World works on demand-supply changes….GDP, interest rates, profits, margins etc. all of it… TA is just tool to measure it…whether long or short term, that’s up to us…
What was your best performing portfolio stock in 2022? Mine: Powermech and defence basket #StockMarketindia #StocksInFocus #StockToWatch #StocksToTrade
Hope this video on sector tailwinds was useful Since then, Mazdock almost 2x...new ATH HAL almost 2x...new ATH GRSE almost 2x....new ATH Cochin Shipyard almost 2x....new ATH And many others gave excellent moves This is the power of riding sector tailwinds #StockMarketindia
I can see my timeline filled with tweets on Fed, US Inflation, Nasdaq price moves etc. Now if we don’t intend to time the market, why even look all this? It’s a non-event for bottoms up investor….why not instead spend time checking demand-supply chart of company? #DowJones
Gold has always been a relatively safe haven asset class. When there is uncertainty in the markets due to macro events gold as an asset class tends to do well. With this smallcase, you get an efficient exposure to both Equity and Gold.
This Diwali you can also consider blending Gold along with equity in your portfolio….Gold helps in safety and hedging of your portfolio.. There are multiple options available to invest these days...including direct equity, small case, mutual funds etc.
Equity as an asset class has been a powerful compounding force for decades, even before stock markets were invented It's basically a passive partnership in businesses... In the long run, inflation is a major risk to purchasing power...equity is a must to counter it..
Hope all of you benefitted from the session Mazdock, Cochin Shipyard, HAL etc. going strong 💪 #investing #sectortailwinds #megatrends
Here is my diversification of cashflows of some portfolio companies... 1. Financial lenders to used vehicles 2. Shunt makers for EV 3. Proxy of Marine Defence 4. Innerwear, Sports and Leisure wear 5. Proxy of Paints consumption 6. Formalisation of Gold consumption Continued...
Adani Adani avya che Nifty ma dhamaka lavya che 🤞
Back in Dec'19 wrote about big optionality of insurance policies for CDSL....good to see that now it is being implemented Remember: CDSL is not just proxy play of equity markets...it's proxy play of digitalization...from policies, to land records to certificates Discl: Invested
This one on operating leverage from PI Industries concall... Btw if you have not yet watched my Agrochemical sector video, do watch here: Hope you had an amazing learning...cheers...god bless... (13/n)
This is from Titan concall...case study of expansion in new geography.. Super simplified.. 1 more example after this... (12/n)
This is from Deepak Nitrite concall - case study on margin and sales growth understanding Isn't it simple... Let's take 2 more examples... (11/n)
Rightly said…and most investors think momentum is only short term sprint which is flawed Companies like Astral, Asian Paints, Pidilite etc are in long term fundamental momentum…if that’s not marathon - what it is…
I will be doing deep dive session on Agri Chemicals sector on my Youtube channel tomorrow This will be mind blowing research just like my chemical sector video in 2018 which was followed by many multi-baggers in the sector Will keep you posted here...